Spero-Smith Investment Advisers’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | $209K | Sell |
2,814
-241
| -8% | -$17.9K | 0.28% | 51 |
|
|
2016
Q2 | $239K | Sell |
3,055
-100
| -3% | -$7.82K | 0.3% | 46 |
|
|
2016
Q1 | $237K | Sell |
3,155
-100
| -3% | -$7.51K | 0.3% | 46 |
|
|
2015
Q4 | $220K | Buy |
3,255
+200
| +7% | +$13.5K | 0.28% | 43 |
|
|
2015
Q3 | $215K | Hold |
3,055
| – | – | 0.29% | 41 |
|
|
2015
Q2 | $204K | Hold |
3,055
| – | – | 0.23% | 46 |
|
|
2015
Q1 | $217K | Hold |
3,055
| – | – | 0.24% | 45 |
|
|
2014
Q4 | $234K | Hold |
3,055
| – | – | 0.27% | 43 |
|
|
2014
Q3 | $211K | Buy |
3,055
+241
| +9% | +$16.6K | 0.24% | 44 |
|
|
2014
Q2 | $201K | Buy |
+2,814
| New | +$201K | 0.23% | 41 |
|